Here at Base, we’re fortunate to have the opportunity to work with a wide variety of customers in all different industries. Through the years, one thing has become clear, different businesses have different sales processes, and some businesses need more than the 10 sales stages that we offer in Base. We’re putting an end to that. (more…)

Earlier this year we introduced Smart Lists and it has quickly become one of the most popular features in Base. However, since the initial release, there’s been one common gripe, one smart list just doesn’t cut it! We hear you loud and clear, and as fellow smart list users, we couldn’t agree more. You’re now able to save multiple Smart Lists for leads, contacts and deals in Base. (more…)

We can’t believe it’s already been two weeks since Forecast 2015! Big shout out to all of our speakers for putting on some amazing presentations and panels. We’ve had a lot of requests for videos highlighting the days events, both from attendees and general sales enthusiasts and we’re very excited to share them with you today. So if you weren’t able to attend this year’s conference, or just happened to miss a session, here’s your chance to catch up. Take a look at the videos below to relive all of the magic from this year’s remarkable conference.

First of all, a big thank you from all of us at Base to everyone who came to the Forecast Sales Conference last week in SF! It was great to hear about the latest developments in sales, and to learn from the top thought-leaders from every point on the sales spectrum. If you were unable to attend this year’s conference, check out what people thought at #Forecast2015 and keep reading as I break down the highlights of the day.

It’s hard to believe that three years has passed since we introduced Sales Forecasting, a premium feature for our Professional and Enterprise customers. Since then we’ve been working hard to improve the accuracy of Forecasts and remove the subjectivity from the forecasting process. Today, our Big Data team is proud to introduce two revolutionary Sales Forecasting features: Intelligent Close Date and Intelligent Win Likelihood. These intelligent forecasting features aim to help you and your team create objective data-driven forecasts.

There’s no question that Sales Forecasting brings new insights into your business’ future. Now, Base uses intelligence and your past history to more accurately predict close dates and win likelihoods. This added perception gives your reps and managers just the edge they need to objectively predict win likelihood and estimated close dates.

Forecast is less than a week away. That means you only have to wait a few more days before the sales conference of the year kicks into full gear! And while it’s true that good things come to those who wait we don’t want to just leave you wondering. We know you’re excited to see what we have in store for you, so here’s a little teaser of five things you can expect to see at Forecast.

Today we’re releasing advanced drill-down for the Funnel Report, making one of the most useful reports even more powerful!

Whenever someone asks about reporting in Base, the Funnel Report is always the first report I mention. On the surface, it’s a simple report that shows how leads and deals are moving through your sales pipeline, but don’t let the simplicity fool you. With just a quick glance, the Funnel Report shows you the biggest areas for improvement in your business. Today’s release makes the Funnel Report even more actionable as you can now see the exact deals that are causing problems in your sales pipeline, rather than simply knowing an area in the sales pipeline that is causing trouble.

The story behind the numbers

With the Funnel Report, I can see the number of deals that have passed through a specific sales stage during any given period. When I switch to the data view, I can see each and every deal that passed through the sales stage as well as the deal’s value, current stage, and owner. Toggle between chart view and data view at the top of your reports dashboard.

Enjoy the new Funnel Report and let us know what you think in the comments below. Happy Selling!

Forecast 2015 is just a few weeks away, and the anticipation is building! We’re thrilled to share two big announcements with you: the agenda for this year’s conference has been released on our website, and we’ve added some great new speakers to our lineup.

Forecast 2015 is all about learning from the most relevant sales innovators and business moguls. We’ve scheduled talks on everything from the science of sales to what it takes to build a sales machine because we want to make sure that you walk away knowing something of real value. Check out all the details and see what we have planned on forecast2015.com.

We love bringing you new integrations that will make your sales process more complete. So we’re thrilled to announce our newest integration. Base now integrates with Microsoft Exchange for Contacts. You now have the opportunity to easily and automatically sync your contacts between Microsoft Exchange and Base. It’s a simple, fast and real-time, meaning your contacts will always be up-to-date.

Two reports that go hand in hand in Base are the Stage Duration Analysis and Stage Duration by Owner reports. The Stage Duration Analysis helps sales leaders identify the ideal time a deal should spend in each sales stage and the Duration by Owner report lets them track rep performance.

When you combine the insights from these two reports, you know how long deals should spend in each stage and the average time reps are holding deals in each sales stage. From there it’s simple, determine why specific reps are holding deals in stages for too long and get them help! (more…)